Northwestern Mutual Private Client Group
Brian M Jones
Principal and Wealth Management Advisor
- CPA
- PFS
- CFP®
- CLU®
- CLTC®
- CA License: #0B70626
1449 Old Waterbury Road Suite 103
Southbury, CT 06488
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About my practice
Our Team is a specialized fee-based professional team, with backgrounds and experiences including CFP®s, MBAs, CPA®, CLU®s, CFAs, CLTCs, JDs, investment and retirement specialists. We create well-coordinated planning, investment, and risk management strategies for our valued clients, businesses and families throughout the USA. Contact us to schedule a complimentary meeting!
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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit FINRA BrokerCheck